ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57,958,453 | -5.3% | 232,438 | -0.7% | 11.23% | -0.3% |
| Q2 2023 | $61,216,953 | +5.5% | 234,117 | +0.9% | 11.26% | -0.3% |
| Q1 2023 | $58,032,424 | +3.8% | 231,981 | +0.3% | 11.29% | +10.9% |
| Q4 2022 | $55,919,570 | +8.1% | 231,178 | -2.0% | 10.18% | -5.5% |
| Q3 2022 | $51,732,000 | -0.4% | 235,939 | +2.7% | 10.78% | +10.1% |
| Q2 2022 | $51,955,000 | -14.1% | 229,655 | +1.9% | 9.79% | +1.3% |
| Q1 2022 | $60,466,000 | -3.3% | 225,332 | +2.0% | 9.66% | +0.2% |
| Q4 2021 | $62,506,000 | +7.9% | 220,807 | +0.3% | 9.64% | +1.0% |
| Q3 2021 | $57,905,000 | -0.1% | 220,113 | +2.1% | 9.54% | +0.8% |
| Q2 2021 | $57,962,000 | +8.7% | 215,688 | +5.3% | 9.47% | +6.7% |
| Q1 2021 | $53,304,000 | +12.0% | 204,795 | -1.1% | 8.88% | +5.2% |
| Q4 2020 | $47,599,000 | +32.0% | 207,107 | +6.4% | 8.44% | +24.7% |
| Q3 2020 | $36,055,000 | +46.6% | 194,565 | +40.7% | 6.77% | +35.9% |
| Q2 2020 | $24,586,000 | +35.1% | 138,262 | +9.3% | 4.98% | +17.8% |
| Q1 2020 | $18,203,000 | -24.4% | 126,536 | +8.1% | 4.23% | +0.6% |
| Q4 2019 | $24,093,000 | +12.2% | 117,060 | +5.3% | 4.20% | +6.9% |
| Q3 2019 | $21,476,000 | -1.7% | 111,144 | -1.2% | 3.93% | -1.6% |
| Q2 2019 | $21,851,000 | -1.1% | 112,486 | -3.5% | 3.99% | -1.2% |
| Q1 2019 | $22,084,000 | +7.1% | 116,600 | -6.1% | 4.04% | -6.2% |
| Q4 2018 | $20,628,000 | -19.1% | 124,220 | -1.9% | 4.31% | -1.1% |
| Q3 2018 | $25,489,000 | +3.3% | 126,630 | -0.1% | 4.36% | -0.8% |
| Q2 2018 | $24,683,000 | +4.4% | 126,722 | +0.5% | 4.39% | +2.1% |
| Q1 2018 | $23,650,000 | +2.7% | 126,085 | +3.9% | 4.30% | +4.6% |
| Q4 2017 | $23,027,000 | +5.6% | 121,336 | -0.4% | 4.11% | +1.4% |
| Q3 2017 | $21,797,000 | +2.1% | 121,836 | -0.8% | 4.05% | -0.6% |
| Q2 2017 | $21,358,000 | +2.0% | 122,784 | +0.4% | 4.08% | +0.5% |
| Q1 2017 | $20,929,000 | +4.9% | 122,234 | +1.3% | 4.06% | -1.5% |
| Q4 2016 | $19,958,000 | +6.1% | 120,712 | -0.8% | 4.12% | +2.2% |
| Q3 2016 | $18,818,000 | +1.3% | 121,637 | -2.1% | 4.03% | -0.3% |
| Q2 2016 | $18,570,000 | +4.1% | 124,307 | +0.5% | 4.04% | +2.5% |
| Q1 2016 | $17,840,000 | +8.1% | 123,724 | +4.4% | 3.94% | +2.7% |
| Q4 2015 | $16,506,000 | -3.0% | 118,476 | -4.9% | 3.84% | -8.2% |
| Q3 2015 | $17,023,000 | -45.7% | 124,612 | -40.4% | 4.18% | -36.8% |
| Q2 2015 | $31,352,000 | +0.6% | 209,044 | +2.0% | 6.61% | -6.5% |
| Q1 2015 | $31,157,000 | +7.9% | 205,005 | +2.8% | 7.07% | +14.1% |
| Q4 2014 | $28,866,000 | +47.6% | 199,353 | +39.4% | 6.20% | +28.8% |
| Q3 2014 | $19,558,000 | +4.7% | 143,034 | +9.5% | 4.81% | +4.1% |
| Q2 2014 | $18,683,000 | +137.8% | 130,575 | +128.4% | 4.62% | +100.7% |
| Q1 2014 | $7,858,000 | +34.1% | 57,157 | +30.5% | 2.30% | +28.8% |
| Q4 2013 | $5,861,000 | +11.8% | 43,798 | +3.7% | 1.79% | -26.7% |
| Q3 2013 | $5,244,000 | +9.7% | 42,243 | +2.1% | 2.44% | -10.8% |
| Q2 2013 | $4,779,000 | – | 41,378 | – | 2.73% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 154,686 | $38,571 | 28.94% |
| Holland Advisory Services, Inc. | 74,919 | $18,680,950 | 23.75% |
| LVZ, Inc. | 483,808 | $120,637,490 | 19.46% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,062 | $57,615,301 | 18.85% |
| Chandler Asset Management, Inc. | 307,779 | $76,744,682 | 18.62% |
| New England Professional Planning Group Inc. | 120,234 | $29,982,832 | 18.57% |
| Harbor Group, Inc. | 128,160 | $31,956,794 | 18.00% |
| Investments & Financial Planning, LLC | 77,046 | $19,211,497 | 17.13% |
| Platt Investment Counsel, LLC | 53,509 | $13,342,407 | 15.92% |
| TRUEFG, LLC | 147,396 | $36,753,145 | 15.90% |